The company will spend $600 million on marketing, innovation, and value initiatives as it prioritizes growth over market returns.

Roundel joins OpenAI’s pilot to capture high-intent AI shopping moments.

2025 beat expectations, but December softness hints at mounting household strain.

Henrique Braun wants faster, market-level launches to unlock new beverage growth.

Hasbro shows the upside of franchise fit and timing as industry growth slows.

CEO Michael Fiddelke is moving swiftly to spark growth after 12 quarters of sluggish sales.

Unions’ no-confidence vote underscores frustration as margins lag far behind Delta and United.

Joybuy, the Chinese ecommerce retailer’s UK site, is scheduled to launch in March.

Winning back shoppers will require sharper value, better stores, and stronger loyalty.

Two recent forecasts expect tepid growth in Q1, though we expect sales to accelerate on affluent demand.

Job fears hit lower-income consumers hardest, making retail demand more uneven.

The retailer is looking to make early inroads with younger consumers.

Legal scrutiny, rising rivals, and fading China relevance are testing its turnaround.

The company expects capital expenditures to run to $200 billion in 2026 as it looks to keep pace with competitors and demand.

Ralph Lauren and Coach proved brand building can fuel growth even as demand stays selective.

E.l.f.’s Rhode acquisition is driving outsize growth as Estée fights to stay relevant.

The jeweler aims to protect margins and reduce reliance on a single volatile metal.

Brands court affluent consumers with upgrades while discounting to retain price-sensitive buyers, hedging for the next rebound.

While Chipotle struggles to get customers through the door, Taco Bell is gaining share.

Revenues jumped 30% YoY as consumers’ takeaway habits solidified.